GoalVest Advisory’s Macy's M Stock Holding History

GoalVest Advisory’s Portfolio M Stock Details M Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.3K	Buy	+233	New	+$5.42K	﹤0.01%	552
2023 Q1	–	Sell	-42	Closed	-$867	–	282
2022 Q4	$867	Hold	42	–	–	﹤0.01%	233
2022 Q3	$1K	Hold	42	–	–	﹤0.01%	248
2022 Q2	$1K	Hold	42	–	–	﹤0.01%	296
2022 Q1	$1K	Buy	+42	New	+$1.08K	﹤0.01%	345

Other funds holding M

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

GoalVest Advisory's M Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Macy's (M) in Q3 2026: 233 shares worth $5.3K. The stake represents ﹤0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in M as recently as Q4 2022.

GoalVest Advisory first reported a position in M in Q1 2022 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold M as of Q3 2026.

GoalVest Advisory held 233 shares of Macy's worth $5.3K as of Q3 2026.
Macy's was a new GoalVest Advisory position in Q3 2026.
Macy's made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #552 holding.
GoalVest Advisory first reported a position in Macy's in Q1 2022 and has held it in 5 quarters since.
16 funds tracked by Wall St. Rank held Macy's as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.